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Power Base: We Are Sailing Too Close to The Wind (and Sun)

Power Base: We Are Sailing Too Close to The Wind (and Sun)

by Research | Jan 25, 2023 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) Power Base: We Are Sailing Too Close to The Wind (and Sun) The Europeans are closer to wind and solar tipping points and are concerned about baseload power and the exorbitant cost of getting there with wind and solar....
Down On The Corner – Global Polymer Prices Have Mostly Reset To Pre-Covid Levels, Costs Have Not

Down On The Corner – Global Polymer Prices Have Mostly Reset To Pre-Covid Levels, Costs Have Not

by Research | Sep 28, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Down On The Corner – Global Polymer Prices Have Mostly Reset To Pre-Covid Levels, Costs Have Not Key Points: Global polymers and many other commodity chemicals have mostly fallen back to pre-covid levels. However, producer margins remain...
Shirking Responsibility Is Not A Strategy, And Will Solve Nothing

Shirking Responsibility Is Not A Strategy, And Will Solve Nothing

by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our...
The Power (and Constraints) of Power – Why Transition Matters

The Power (and Constraints) of Power – Why Transition Matters

by Research | Sep 21, 2022 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) The Power (and Constraints) of Power – Why Transition Matters The ultra-clean solutions for transport fuels, chemicals, plastics, other industrial processes, and indoor temperature control need vast quantities of...
Biofuels are hitting the headlines – important but no panacea

Biofuels are hitting the headlines – important but no panacea

by Research | Sep 15, 2022 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) Biofuels are hitting the headlines – important but no panacea The future is bright for biofuels, but these fuels will not allow airlines to meet demand targets. The math around production does not work – inputs will...
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  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
  • Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants January 24, 2023
  • Global Chemical Update – That Spells Relief! (For Some!) January 23, 2023

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